Vista Cima Wealth Management’s Home Depot HD Stock Holding History

Vista Cima Wealth Management’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,782	Closed	-$722K	–	61
2025 Q3	$722K	Buy	1,782 +1,209	+211%	+$475K	0.6%	33
2025 Q2	$210K	Buy	573 +7	+1%	+$2.53K	0.2%	50
2025 Q1	$207K	Buy	566 +9	+2%	+$3.51K	0.22%	48
2024 Q4	$217K	Buy	+557	New	+$228K	0.23%	45

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vista Cima Wealth Management's HD Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of Home Depot (HD) in Q4 2025, closing a stake of 1,782 shares — an estimated $722K sold.

Vista Cima Wealth Management first reported a position in HD in Q4 2024 and held it in 4 quarters. The position peaked at $722K in Q3 2025. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Vista Cima Wealth Management reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Vista Cima Wealth Management sold 1,782 Home Depot shares in Q4 2025, an estimated $722K.
Vista Cima Wealth Management first reported a position in Home Depot in Q4 2024 and held it in 4 quarters.
Vista Cima Wealth Management's Home Depot position peaked at $722K in Q3 2025.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.